WiserAdvisor Review
The longest-running advisor matching service (since 1998) with pre-screened matches in minutes. Independent WiserAdvisor review: 4.3/5 for financial advisors.
By Michael Hewitt, Founder & Editor-in-Chief. Rates last checked September 7, 2026.
Our verdict
Comparison shoppers get 2 to 3 pre-screened advisors from WiserAdvisor, which has matched investors since 1998, with some network advisors taking $25K minimums. The network isn't fiduciary-only, since commission and hybrid advisors are included, and it doesn't disclose network size or matching criteria. Ask each match how they're paid before the first meeting.
Skip it if you'll only work with a fee-only fiduciary, or if you live in a thin rural market.
About WiserAdvisor
The longest-running advisor matching service (since 1998) with pre-screened matches in minutes. WiserAdvisor is offered by Respond.com, Inc. (WiserAdvisor). Our editorial rating is 4.3 out of 5.
Best for: Comparison shoppers who want multiple vetted matches.
Editorial grade: A- (composite score 86/100).
Highlights
- Operating since 1998, one of the oldest online advisor-matching services
- Free matches with 2-3 pre-screened advisors plus free initial consultations
- A+ BBB record with only one complaint in the last three years
What we like
- 25+ year track record and a very clean complaint history
- Comparison-shop 2-3 matches instead of a single referral
- Accessible to smaller portfolios (some network advisors take $25K minimums)
Where it falls short
- Network is not fiduciary-only: commission and hybrid advisors are included
- Network size and matching criteria are not disclosed
- Fewer matches in thin rural markets
Fees, minimums, and rates
Monthly fee: Free to use. Minimum to open: Varies by advisor ($25K-$500K). Rates and fees last checked on September 7, 2026.
How we reviewed it
This is a desk review: we have not opened an account with Respond.com, Inc. (WiserAdvisor). It is built from Respond.com, Inc. (WiserAdvisor)'s published rates, fee schedule and terms and from the public complaint record, and compared with the other products in the Financial Advisors shortlist. The rubric is the same for every brand.
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Read our full editorial methodology for how we review products.